Entering content frameProcedure documentation Creating a Credit Standing Calculation Locate the document in its SAP Library structure

Procedure

  1. Choose New Business -> Mortgage Loan -> Decision-Making ->Credit Standing Calculation -> Create.
  2. Enter an already existing business partner. The system outputs a list of business partners according to the selection criteria. Select a business partner and choose Enter.

    3. Note

    When creating a new credit standing calculation you can also create a business partner directly. This is assigned the role FS0000 - Business Partner FinServ.

  3. This takes you to the Structure linkSAP Business Partner. You have the option of changing the business partner data.

    4. Save the data.

  4. If you have defined more than one form type in Customizing, a dialog box for selecting the form type appears.

    5. Select a form type and confirm your selection. The Create Credit Standing Calculation screen appears.

  5. If no calculation forms or only frozen calculation forms exist, the system branches directly to the Create Credit Standing Calculation screen.

    6. Otherwise, a message appears requiring you to freeze forms not yet frozen. The system displays an overview of the calculations to date.

    The header data for the business partner is copied from the business partner master (if available).

  6. Enter the data for the individual items (you define the items themselves in Customizing).

    7. To recalculate the debt service in %, choose Enter.

  7. To fix a provisional calculation, select the provisional calculation and enter the freeze date in change mode. Choose Save.
  8. After you have saved the data, the business partner search screen described in step 2 appears again. Choose Exit to leave the transaction.

 

 

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